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Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)

February 3, 2025 07:01 am 0 Comments CATEGORY: Technology & Advisor FinTech

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, suggesting that Holistiplan's decision to raise prices may have inadvertently opened the door for more competition within the tax planning technology category (which it had previously had all to itself)

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including:

Move Health, a service that provides guidance on and implementation of health insurance solutions for financial advisors, has acquired Caribou, a software tool for analyzing and comparing different health insurance plans, creating a single end-to-end platform for healthcare cost analysis and implementation of health insurance – although the question remains how deeply advisors are willing to get into health insurance implementation with their clients when they tend not to be health insurance experts themselves
Advisor Credit Exchange, a marketplace solution connecting advisors with lending solutions for their clients, announced that it plans to shut down – which raises questions for Envestnet (which had an equity stake in Advisor Credit Exchange and featured it on its platform) and if it will further step back from its "marketplace of marketplaces" model as it pertains to non-investment-based solutions under its new ownership; as well as about the outlook for other lending marketplace platforms and whether liability management is too far outside of advisors' core offerings to gain much traction?
Wealthtender, a lead generation and advisor review gathering platform, has launched a new Testimonial Marketing Studio to help advisors better promote their client testimonials in social media and email campaigns, reflecting the reality that advisors have generally been slow to adopt testimonial marketing since the release of the SEC's Marketing Rule in 2021, and that platforms like Wealthtender have needed to offer tools like Testimonial Marketing Studio to encourage advisors to solicit and promote client reviews in order for those platforms to gain traction

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including:

Mili, one of the most recent AI-powered notetaking solutions on the AdvisorTech Map, has announced a recent $2M seed funding round – although Mili's choice to position itself as the "most secure" notetaker reflects the reality that technology solutions often misunderstand what advisors want to see highlighted in technology (e.g., they expect all the different AI notetaker solutions to have a baseline level of data security, but beyond that they care about which one does the best job of solving their problems than they do about which one is the "most" secure)
Advisor360 has announced its acquisition of the AI meeting notes platform Parrot AI, representing the first existing advisor technology platform to integrate AI notetaking into its own solution – which could be an ominous sign for the many standalone AI notetaker tools on the market, because if the trend to bring AI notetaking in-house picks up speed among existing advisor platforms, the market for standalone tools could shrink very quickly if advisors decide they would rather have AI notetaking as a feature within the tools they already use

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

*And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected]!

Weekend Reading For Financial Planners (February 1–2)

January 31, 2025 02:00 pm 0 Comments CATEGORY: Weekend Reading

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they face. Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement actions.

Also in industry news this week:

While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains
In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors and products, specifically highlighting risks associated with generative AI tools

From there, we have several articles on retirement planning:

A recent analysis considers 46 factors in determining the 'best' states for retirees, revealing potential locations clients might not have otherwise considered when thinking about a move
The pros and cons for retirees of living near their children (and grandchildren) and how advisors can help them consider the range of financial and emotional implications associated with this decision
Why moving to a state with relatively low (or no) income taxes doesn't always result in lower state taxes on deferred income (and how advisors can help clients avoid this issue)

We also have a number of articles on advisor marketing:

How advisors can identify the four types of prospects and tailor their communication to match their preferences
A simple graph that advisors can sketch during a discovery meeting to demonstrate the value they offer
How using infographics to explain a firm's planning process can leave a stronger impression on prospects than verbal explanations alone

We wrap up with three final articles, all about attention:

Why attention has become one of the most valuable commodities in the 21st century
How a weekend "digital intermittent fast" could lead to fewer distractions and more enjoyable, meaningful time away from work
The value of truly listening to others and how to avoid common conversational pitfalls

Enjoy the 'light' reading!

How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigates Risks

January 29, 2025 07:01 am 0 Comments CATEGORY: General Planning

As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes. Taking time to formalize and clearly define owner relationships in the operating agreement can be a worthwhile investment in the firm's stability and future success.

A well-crafted operating agreement begins with defining the firm's governance structure. Owners determine whether the firm will be managed collaboratively by all members – promoting transparency but potentially slowing decision-making – or by a group of designated individuals or a committee, which can increase efficiency with the right safeguards like clearly defined leadership roles and decision-making boundaries. The next step is establishing a profit distribution philosophy. In a collective enterprise model, profits are shared equally or in proportion to ownership stakes. By contrast, a production-based model ties distributions to individual contributions, such as the revenue generated by each advisor.

For RIAs focused on growth, the operating agreement must include provisions for onboarding new members or partners. Key considerations include how new members will buy into the firm, how their ownership stakes will affect existing members, and whether they will be granted voting rights. Planning for potential equity dilution is also essential to avoid friction as ownership stakes shift as new members join. In addition, the agreement should address how the firm will handle member departures – whether due to retirement or unexpected circumstances like death or disability, which is important whether the firm has one member or multiple members. Buy-sell provisions clarify how ownership interests will be transferred, ensuring business continuity and minimizing disputes. For example, the agreement might specify whether departing members forfeit their ownership interest or retain rights to sell their interests to other members or external parties.

Finally, the operating agreement must reflect the firm's long-term vision. A firm focused on building a legacy business with multi-generational clients may prioritize stability and sustainable growth, while one preparing for rapid scaling or a future sale may adopt a more aggressive approach to management and profit distributions. Ensuring that governance, compensation, and growth strategies align with the firm's goals lays a strong foundation for long-term success.

Ultimately, the key point is that while drafting an operating agreement may seem like an inconvenient and tedious task, it's an essential step in building a strong foundation for the firm's future success. By taking the time to thoughtfully establish governance, define profit structures, plan for growth, and manage ownership transitions, RIA owners can create a roadmap for navigating challenges and taking advantage of business opportunities. By taking this deliberate approach, RIA owners can feel confident their firm is positioned to thrive for years to come!

#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue

January 28, 2025 07:02 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome everyone! Welcome to the 422nd episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Kay Lynn Mayhue. Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households.

What's unique about Kay Lynn, though, is how she developed her advisory, management, and leadership skills to work her way up from starting as an intern to eventually become the president of a national RIA enterprise and lead their proactive mergers and acquisitions strategy.

In this episode, we talk in-depth about the ups and downs of Kay Lynn's evolution over the past decade from being a client-facing advisor to a firm leader (including the lessons she learned when once, early on, her team threatened to quit because of her original management style), how Kay Lynn grew to recognize the importance of connecting better with her team members as people rather than just focusing on business results and outcomes alone, and Kay Lynn's strategies today around asking peers and employees for feedback (which have helped her recognize blind spots in her leadership approach, even as she's now advanced to the highest management levels at her firm).

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is still planning an external sale in the long run (because it results in more of an ownership mindset in the selling firm's G2 advisors that helps them see the benefit of staying on to grow their equity further after the deal is closed), and why Kay Lynn places high importance on culture when evaluating potential firms to acquire (to ensure both the right fit for her firm… and a relatively smooth transition for the selling firm's team).

And be certain to listen to the end, where Kay Lynn shares how she incorporates the BehavioralDNA personality assessment both when hiring new employees and when working with clients, how Kay Lynn's firm offers "organic growth tracks" that allow its advisors to plug into potential sources of clients (such as firms with Employee Stock Ownership Plans and establishing partnerships with CPAs) and then execute in that channel with an established marketing playbook to grow their practices, and why Kay Lynn thinks it's important for advisors to reflect on the current phase of life they're in (for example, whether they have young children or are empty nesters) and structure their work according to that phase, to be able to achieve both their professional ambitions and their priorities in their personal lives over the long run.

So, whether you're interested in learning about charting a career path to eventually lead a large enterprise RIA, positioning a firm to attract a premium valuation when considering a sale, or how to incorporate personality assessments in the hiring and client onboarding processes, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Kay Lynn Mayhue.

Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

January 27, 2025 07:01 am 0 Comments CATEGORY: Practice Management

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. The process can be particularly time-consuming when data is stored across multiple systems (or, worse, on paper) and must be manually transferred between software programs, such as scheduling tools and CRMs. However, automation tools offer advisors a way to connect these disparate systems, improving efficiency and reducing manual workload in firm operations.

In this guest post, Matthew Benson, owner of Sonmore Financial, discusses how he has streamlined his lead management process using the automation tool Zapier. By creating automations, Matthew has saved time for himself and his team while reducing the potential for data entry errors and increasing his firm's overall operational efficiency.

Matthew chose Zapier for its robust library of integrations – connecting tools his firm already used from CRMs to email platforms and scheduling software – as well as for the strong support offered by the company and its broader user community. He started his automation journey with a simple, single-step task: migrating lead data from email into a spreadsheet. This task is not only time-intensive and monotonous but also prone to error. This automation simplified data entry and allowed the firm to send timely follow-ups to leads without manual effort, improving efficiency and client engagement. From there, he moved on to more complex workflows, such as setting up automated text messages, which required a custom API integration due to the capabilities of his texting software.

While automation brings significant benefits, it also takes time and money to implement. Initial setup and ongoing maintenance are essential, particularly as the automated workflows grow more complex. For example, Zapier will notify the user when an automation has failed, which requires the user to diagnose, troubleshoot, and retest. Furthermore, automation tools like Zapier involve monetary costs for ongoing subscription fees, which can vary based on usage, with optional consulting fees for support creating or fixing workflows.

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails. Tools are available to help ensure that communications are securely archived and include necessary disclosures to meet regulatory requirements, promoting transparency and ensuring that firms are prepared for audits.

Ultimately, the key point is that while implementing automations requires upfront and ongoing investments of time and money, the time saved over the long term can be substantial and well worth the investment. By reducing manual data management and improving accuracy, advisors can dedicate more time to high-value, client-facing activities, enhancing both productivity and client service!

Weekend Reading For Financial Planners (January 25–26)

January 24, 2025 02:00 pm 0 Comments CATEGORY: Weekend Reading

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that don't rely on an 'eat what you kill' approach) and assets managed (as consumers might be attracted to the differentiated service proposition they can experience working with an RIA that has an incentive to reinvest into service and the client relationship to retain the client and their ongoing fees). Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs

Also in industry news this week:

A recent survey indicates that trust is the most important factor for clients when choosing an advisor (and the factor most likely to drive them to a different advisor), with an advisor's ability to understand their financial health and goals being a primary way to build this trust (providing an opportunity for human advisors to differentiate themselves from less personal tech-only advice options)
RIAs appear to be focused on identifying sub-optimal investments and tax savings opportunities as they seek to provide ongoing value to their clients, according to a recent study

From there, we have several articles on investment planning:

ETF issuers are unveiling increasingly complex ETF products, potentially enticing clients and presenting a challenge to advisors to fully evaluate their pros and cons
New products and reduced costs have made alternative investments easier to access in recent years, providing advisors with a potential differentiator for their service offering
While covered-call ETFs might appear attractive to many investors, an analysis indicates that alternate approaches (perhaps as simple as a global 60/40 asset allocation) could provide similar risk management benefits while achieving greater returns

We also have a number of articles on practice management:

One firm's step-by-step guide to how it made a recent hire, from creating clear, informative job posting to efficiently narrowing down the field of candidates
Perks financial advisory firms are using to attract and retain talent, from supplemental "family leave" days to time off for pro bono service
Four common mistakes advisory firms make when it comes to employee compensation and how to design compensation models that reflect employees' true priorities

We wrap up with three final articles, all about the intersection of money and purpose:

How money can (and cannot) facilitate a sense of purpose and meaning for advisors and their clients alike
Why the ability to say "no" to opportunities that arise can be a superpower that allows one to focus on what is most meaningful to them
How identifying a "deeper yes" can help advisors and their clients make tough decisions when it comes to budgeting their time and money

Enjoy the 'light' reading!

Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?

January 23, 2025 07:02 am 0 Comments CATEGORY: Kitces & Carl Podcast

Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. These discussions have ranged from questioning whether everyone would be out of a job in five years to wondering if anything of substance would change at all. However, as the public’s understanding of AI has developed, the common consensus has largely shifted to the understanding that while processes may change, the expertise and human connection offered by specialists like financial advisors will be hard to replace. In fact, AI currently seems most likely to develop into a tool that advisors can use in many parts of practice. Which, in turn, poses the question – where can AI be most effectively used as a way for advisors to leverage their time and creativity?

In the 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they use AI tools such as ChatGPT to expedite their creative and strategic processes – and how to ‘ask’ ChatGPT better questions to get more effective and relevant answers.

Perhaps one of the most impressive capabilities of programs like ChatGPT lies in their ability to serve as brainstorming partners. To use them effectively, it can be helpful to assign ChatGPT a role (e.g., “You are my executive producer” or “You are a marketing director”) and define a clear objective. Providing sample documents or links to sources for tone or substance may be helpful. For example, advisors can attach their typical “first prospect meeting” agenda, give ChatGPT the role of business development coach, and ask for feedback and what to do differently.

That being said, a common frustration when using ChatGPT or similar programs for brainstorming is that the first responses may not be exactly what is hoped for. Rather than expecting a perfect ‘call and response’, the process can be approached more as an iterative dialogue. Sharing initial thoughts, providing feedback, and curating further – such as asking variations of “I really like [this idea]; can you tell me more about it for an audience of [specific type of client]…?” – can guide ChatGPT toward more tailored results. The advisor and AI can then collaborate further to create a stronger and more relevant offering. Additionally, many AI programs now ‘remember’ what was asked of them across sessions, making it easier to build on previous conversations and reach increasingly insightful responses over time!

The key point is that with some patience and guidance, ChatGPT can be a powerful tool for enhancing many aspects of an advisory firm’s operations. Whether it’s used to help with marketing, drafting email responses, summarizing content, reviewing data analyses, or even providing feedback on client surveys, the potential applications are vast. Ultimately, the only true limitation of AI’s potential is ‘just’ a question of imagination!

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

January 22, 2025 07:01 am 0 Comments CATEGORY: Client Trust & Communication

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. These situations often narrow the focus of the prospecting conversation, giving the advisor a clear opportunity to affirm their value (e.g., "I help clients in retirement by doing X, Y, and Z."). However, not all prospects have immediate financial concerns. While these individuals may genuinely be interested in financial advice, they might also feel ambivalent about the timing, relevance, or ultimate value of working with an advisor. This creates a unique challenge: How can advisors guide ambivalent prospects toward making a decision without coming across as too pushy?

The first step is to recognize what these types of prospects may be seeking. Rather than immediate solutions, they are often looking for reassurance that they are 'on track' and a collaborative relationship that empowers them to feel confident about their financial future. For these clients, connection and understanding are often more important than problem-solving, and advisors who focus too quickly on identifying potential future issues risk alienating these prospects. Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own.

One effective way to facilitate this self-discovery is through self-persuasion questions. These questions invite prospects to explore and articulate their own reasons for taking action, guiding them gently through the decision-making process. For instance, asking a prospect what benefits – whether financial, relational, or emotional – they see in developing and implementing a financial plan can prompt them to reflect on the deeper reasons that brought them to an advisor in the first place. When prospects identify their own motivations for valuing financial advice, they internalize its importance far more effectively than if an advisor simply explained why they 'should' value it.

Self-persuasion questions can be integrated throughout the prospecting process, from the initial consultation to the assessment of a prospect's readiness to commit. This approach provides a subtle yet effective way to affirm an advisor's value while maintaining a collaborative, pressure-free dynamic. To that end, tone and delivery are crucial for these conversations: A warm, empathetic approach ensures the questions remain open-ended and non-confrontational, encouraging genuine engagement.

The key point is that self-persuasion questions are powerful tools for connecting with prospects who don't have an immediate pain point to be addressed. By encouraging prospects to articulate their own reasons for seeking financial advice, advisors can help them recognize its value and build the confidence needed to take action!

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

January 21, 2025 07:03 am 0 Comments CATEGORY: Financial Advisor Success Podcast

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households.

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff and team time more fully on the tax planning analyses and strategies that make up the core of his firm's value proposition to clients.

In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial perspective (not for the purposes of generating cross-referrals, but simply because his firm can negotiate bulk discounts on tax return preparation on behalf of his client while the CPA firms get the efficiency of just being able to bill Daniel's firm once directly), and how Daniel positions this Strategic Professional arrangement as a value-add for clients (as they can benefit from independent perspectives on tax planning strategies and the preparation of their tax returns).

We also talk about how Daniel has used a subscription-based model for financial planning fees for 30 years (now setting the monthly subscription fee based on each client's unique needs, including the complexity of their tax situation), why Daniel finds that the vast majority of clients also decide to have his firm manage their assets (paying a separate AUM fee for the service that is priced based on all-in investment costs plus a profit margin for his firm) that has grown to the point that AUM fees far surpass his still-core subscription fees, and how Daniel's firm has successfully implemented a money-back guarantee for its subscription-based planning service to give prospective clients confidence to try out the value his firm offers (with only 2 clients in 30 years having actually ever asked for a refund!).

And be certain to listen to the end, where Daniel shares why his firm uses the term "restylement" rather than "retirement" to reflect that they are helping clients restyle themselves for the next stage of their lives (not the end of their lives), how Daniel has benefited from having a "director of first impressions" on staff whose job is to both make a good first impression on prospective clients who come to the firm and to send cards and gifts to commemorate client milestones, and how Daniel found that while success did not come as quickly as he would have liked in the first several years after starting his firm, his persistence in providing high level of service to his clients has paid off over time in the form of a thriving business today as client relationships compounded over time.

So, whether you're interested in offering in-house tax planning services while outsourcing the actual preparation of tax returns, using a combination of subscription and AUM fees to serve clients, or how to navigate the first difficult years of firm ownership, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Daniel Friedman.

22 Top Financial Advisor Podcasts To Listen To In 2025

January 20, 2025 07:01 am 0 Comments CATEGORY: Personal/Career Development

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning. Which gives advisors the opportunity to gain new ideas to improve their businesses (and careers) as well as stay on top of emerging planning opportunities while commuting, working out at the gym, or walking the dog.

Nonetheless, given the hundreds of available podcasts targeted to financial advisors, finding the 'best' ones for an advisor's specific needs can be a challenge. With this in mind, we have compiled a list of "Top Financial Advisor Podcasts", with a particular focus on how advisors can find the 'right' podcasts that fit their interests and business needs, whether they are aspiring financial planners or managing large enterprises. The podcasts are organized by category (e.g., practice management, behavioral finance), with each podcast capsule including a description of the type of advisor for whom the podcast is best suited.

Notably, this list highlights podcasts that we believe (based on our own listening!) offer a high signal-to-noise ratio and are tailored to the needs of those who are a part of (or hope to join) the financial advicer community (i.e., those who are in the business of selling their financial advice as opposed to financial products). Further, because choosing 'top' podcasts is inherently subjective (e.g., a financial advisor might find that they 'click' with the style of one podcast host over another covering a similar topic), we list a number of additional podcasts that are also worth checking out in each category for advisors who want to go deeper on a given topic.

With that introduction, we hope you enjoy our list of the 22 'top' podcasts for financial advisors!

Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)

Weekend Reading For Financial Planners (February 1–2)

Want CE Credit for reading articles like this?

How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigates Risks

#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue

Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Weekend Reading For Financial Planners (January 25–26)

Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?

Want CE Credit for reading articles like this?

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

22 Top Financial Advisor Podcasts To Listen To In 2025

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